CWM
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Cedar Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cedar Wealth Management’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-497
Closed -$41.4K – 204
2024
Q3 		$41.4K Sell
497
-940
-65% -$78.2K 0.01% 162
2024
Q2 		$112K Sell
1,437
-149
-9% -$11.6K 0.04% 123
2024
Q1 		$121K Buy
+1,586
New +$121K 0.04% 123